Analytics & Reports
How to use the reporting dashboard to track sales, profit, customer behavior, staff performance, and business insights.
Accessing Reports
Go to Reports in the sidebar. You will see several report categories, each accessible as a tab or sub-page.
Sales Overview
The Sales Overview report shows your overall business performance:
- Total Sales — Revenue from completed orders
- Orders Count — Number of orders in the selected period
- Average Order Value — Total sales divided by order count
- Growth Percentage — Compared to the previous period
Charts Available
- Sales Trends — Line chart showing sales over time (daily, weekly, monthly)
- Sales by Store — Bar chart comparing revenue across stores
- Sales by Channel — Pie chart showing which channels generate the most revenue
- Sales by Payment Method — Breakdown of how customers pay
- Top Products — Best-selling products by revenue or quantity
Filters
- Date Range — Select the start and end date
- View Period — Day, Week, Month, or Year
Profit Analysis
The Profit report helps you understand your margins:
- Revenue vs. Cost — Compare selling prices to cost prices
- Profit Margins — See your gross profit by product or category
- Cost Analysis — Track costs by supplier
- Product Profitability — Identify your most and least profitable products
Note
Profit calculations use the cost price you set on each product variant. Make sure to keep cost prices up to date for accurate profit reporting.
Customer Analytics
The Customers report shows customer behavior patterns:
- Customer Acquisition — How many new customers over time
- Repeat Customer Rate — Percentage of returning customers
- Customer Lifetime Value — Average total spending per customer
- Customer Segmentation — Grouping customers by spending patterns
Staff Performance
The Staff report tracks team member metrics:
- Sales by Staff — Revenue generated per team member
- Orders Processed — Number of orders handled by each person
- Performance Trends — How individual performance changes over time
Returns Analytics
The Returns report helps you understand return patterns:
- Return Rate — Percentage of orders with returns
- Return Reasons — Breakdown of why products are returned
- Returns by Product — Which products are returned most
- Return Value — Total monetary value of returns
Business Insights
The Insights section provides data-driven recommendations for your business, helping you identify trends and opportunities.
Exporting Reports
Most reports support data export for use in spreadsheets or other tools. Look for the export button on each report page.